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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.4B AUM 1,517 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1517 New
Page 54 of 76  ·  1,517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 KIM KIMCO REALTY CORP Real Estate 1,444.0 $29K 0.00% NEW $20.08 +16.8%
1062 NVR NVR INC Consumer Cyclical 4.0 $29K 0.00% NEW $7250.00 -20.3%
1063 CGXU Capital Research and Managemen 955.0 $28K 0.00% NEW $29.32 +11.0%
1064 NVO NOVO-NORDISK-ADR Healthcare 548.0 $28K 0.00% NEW $51.09 -12.6%
1065 VIS Vanguard ETF/USA 95.0 $28K 0.00% NEW $294.74 +11.4%
1066 RACE FERRARI NV Consumer Cyclical 75.0 $28K 0.00% NEW $373.33 -11.9%
1067 First Trust High Yield Opportu 1,996.0 $28K 0.00% NEW $14.03
1068 EXG Eaton Vance Funds/Closed-end/U Financial Services 2,820.0 $27K 0.00% NEW $9.57 -3.5%
1069 GMAY First Trust Exchange-Traded Fu 660.0 $27K 0.00% NEW $40.91 +4.2%
1070 BSCS Invesco ETFs/USA 1,299.0 $27K 0.00% NEW $20.79 -2.3%
1071 CVNA CARVANA CO Consumer Cyclical 61.0 $26K 0.00% NEW $426.23 -85.5%
1072 GSY Invesco Actively Managed Excha 526.0 $26K 0.00% NEW $49.43 +1.3%
1073 BSJT Invesco ETFs/USA 1,203.0 $26K 0.00% NEW $21.61 -2.6%
1074 JXI iShares ETFs/USA 331.0 $26K 0.00% NEW $78.55 +7.7%
1075 TRP TC ENERGY CORP Energy 473.0 $26K 0.00% NEW $54.97 +27.4%
1076 TM TOYOTA MOTOR-ADR Consumer Cyclical 121.0 $26K 0.00% NEW $214.88 -13.3%
1077 VVX V2X INC Industrials 472.0 $26K 0.00% NEW $55.08 +29.7%
1078 ZWS ZURN ELKAY WATER Industrials 557.0 $26K 0.00% NEW $46.68 -0.3%
1079 FPE First Trust ETFs/USA 1,350.0 $25K 0.00% NEW $18.52 -3.2%
1080 MLPX Global X ETFs/USA 405.0 $25K 0.00% NEW $61.73 +26.4%
Page 54 of 76  ·  1,517 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.5%
Financial Services 15.4%
Healthcare 15.1%
Consumer Cyclical 13.3%
Industrials 10.1%
Communication Services 8.1%
Consumer Defensive 6.3%
Energy 3.6%
Basic Materials 1.5%
Utilities 1.3%